Closing the Retirement Income Gap
Strategies to Build Reliable Income for a Confident Retirement
If you’re approaching retirement and wondering whether Social Security will be enough — you’re not alone.
This educational workshop explores how to create reliable, guaranteed income in retirement and how to think about building a personal, private pension when a traditional employer pension isn’t available.
👉 Register Now
Date: February 24, 2026
Time: 6:30pm CT
Zoom details will be provided upon registration.
You’ll receive event reminders and access details.
No additional emails unless you choose to stay connected.
Many people spend years saving for retirement, only to discover that savings alone don’t automatically turn into dependable income.
As traditional pensions disappear and Social Security replaces only a portion of pre-retirement income, retirees are left with an important question:
How do I create reliable income I can count on for the rest of my life?
This workshop is designed to help answer that question.
Kim Okerman
Host
Kim helps people learn how to be money pros. Kim and her team make people look like geniuses through education and implementing a financial plan.
Sarah Snyder
Presenter
Sarah helps individuals and families understand retirement income strategies so they can make informed, confident decisions about their future.
WHAT YOU'LL LEARN
In this educational session, we’ll cover:
How retirement income is different from retirement savings
Why Social Security alone may not cover all retirement expenses
The three primary ways to create guaranteed income in retirement
How to think about building a personal, private pension
How guaranteed income can complement savings and investments
How reliable income can reduce uncertainty and improve retirement confidence
This is a high-level, practical discussion designed to give you clarity — not overwhelm.
WHO THIS WORKSHOP IS FOR
This workshop is ideal for:
Individuals and couples ages 45–65
Those thinking seriously about retirement
People without a traditional employer pension
Business owners seeking clarity on turning savings into reliable income
Anyone concerned that Social Security may not be enough
Individuals who want more confidence around retirement income decisions
Advisors, HR leaders, or consultants who support people navigating retirement transitions (for context and education).
No advanced financial knowledge is required.
This workshop is for educational purposes only and does not constitute personalized financial, investment, or tax advice.
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